Montis Financial, LLC: 13F holdings
CIK 18443142026Q2
| Positions | 152 |
|---|---|
| Reported value | $489.1m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PROFESIONALLY MANAGED PORTFO | 799,755 | $42.5m | 8.7% |
| FIRST TR EXCH TRADED FD III | 1,903,858 | $36.7m | 7.5% |
| VEA VANGUARD TAX-MANAGED FDS | 478,810 | $34.1m | 7.0% |
| RSP INVESCO EXCHANGE TRADED FD T | 138,327 | $29.4m | 6.0% |
| IEFA ISHARES TR | 286,757 | $27.7m | 5.7% |
| VYM VANGUARD WHITEHALL FDS | 152,983 | $24.2m | 4.9% |
| SCHD SCHWAB STRATEGIC TR | 672,864 | $21.3m | 4.4% |
| AAPL APPLE INC | 73,269 | $21.2m | 4.3% |
| BIL SPDR SERIES TRUST | 150,140 | $13.8m | 2.8% |
| IVV ISHARES TR | 15,098 | $11.3m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844314")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.